Ownership history in Strategic Financial Services, Inc. Β· 29 quarters on record
This page tracks every 13F SEC filing in which Strategic Financial Services, Inc. reported a position in ISHARES INC (EMGF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Strategic Financial Services, Inc. underperformed the S&P 500 by β3.6% annually on this EMGF position. Timing score: 64% (18/28 decisions correct). Average cost basis: $34.16. Maximum drawdown during holding period: β27.0%.
β οΈ Trailed SPY by 3.6% ann. on this position.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
18 of 28 add/trim decisions correct
Best entry: $27.98 (2020 Q1) Β· Worst: $57.85 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
26 adds Β· 3 trims. Bought during 8 of 9 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Strategic Financial Services, Inc. has been actively increasing its EMGF allocation β a bullish signal from insiders.
Currently 5.54% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size